UWC-Strategic Services on Unemployment & Workers Compensation Inc (EIN 530190507) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1933

Legal Domicile

Principal Officer

Douglas J Holmes

Phone

6148052208

Tax Period

2023-01-01 to 2023-12-31

UWC-Strategic Services on Unemployment & Workers Compensation Inc, founded in 1933, is a small nonprofit that reported $248K in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year.

Mission

UWC, Inc. works on behalf of U.S. employers to control the rising costs of unemployment and workers' compensation benefits.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $205,488

Program Service Revenue $0

Investment Income $138

Other Revenue $42,000

TOTAL REVENUE $247,626

Expense Breakdown

Grants Paid $0

Salaries & Benefits $195,940

Fundraising Expenses $0

Program Expenses $178,041

Other Expenses $47,952

TOTAL EXPENSES $243,892

Year-over-Year Comparison

	2023	2022	Change
Revenue	$247,626	$264,496	-0.1%
Expenses	$243,892	$247,096	0.0%
Net Income	$3,734	$17,400	-0.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$195,940

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Douglas J Holmes	President	40.00	Officer	$164,448	$31,492	$195,940
Tim Goodrich	Treasurer	1.00	Officer Director	$0	$0	$0
James Weant	Director	1.00	Director	$0	$0	$0
Dawn Kopacz	Director	1.00	Director	$0	$0	$0
Matt Banks	Director	1.00	Director	$0	$0	$0
Thomas Kusnirik	Director	1.00	Director	$0	$0	$0
Ashley Zane	Director	1.00	Director	$0	$0	$0
Manan Shah	Director	1.00	Director	$0	$0	$0
Melissa Bird	Secretary	1.00	Officer Director	$0	$0	$0
Richard Siegel	Director	1.00	Director	$0	$0	$0
Stephanie Ferguson	Director	1.00	Director	$0	$0	$0
Amy C Evans	Director	1.00	Director	$0	$0	$0
F Thomas Luparello	Director	1.00	Director	$0	$0	$0
Jeffrey Wood	Director	1.00	Director	$0	$0	$0
Steve A Bennett	Director	1.00	Director	$0	$0	$0
Lesley Zielinski	Chair	1.00	Officer Director	$0	$0	$0
Max Koonce	Director	1.00	Director	$0	$0	$0
Neil A Mac Vicar	Director	1.00	Director	$0	$0	$0
Becky Harshberger	Director	1.00	Director	$0	$0	$0
Wayne Rottger	Director	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$247,626	$243,892	$109,423	$3,734
2022	$264,496	$247,096	$105,401	$17,400
2021	$248,273	$245,538	$89,588	$2,735
2020	$269,453	$239,203	$86,291	$30,250

UWC-Strategic Services on Unemployment & Workers Compensation Inc